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ImprovementReporting
3 months ago

📅 Anchor a whole space to a specific month

One month for the whole space, in one click. The new Actuals until control anchors every table, chart and KPI card in a space to the month you pick. By default, each block resolves to its own switchover date, so a single space can silently show several "current months" at once. Actuals until overrides that behaviour, allowing you to align all to the same month!

What's new:

  • Cap actuals across the space: actuals stop at the selected month. Columns beyond it show empty unless the block has an estimate, in which case the version takes over from there.
  • Anchor relative timeframes: MTD, QTD, YTD and similar resolve to the selected month, on every block including those with no actuals.
  • Let members explore: admins can enable Actuals until for members. Members can then adjust the month for their own session without changing the saved view for others.

How it works:

Open the Filters and Controls panel in any space, add the Actuals until control, pick a month, and click Save for everyone. The space header shows Actuals until [Month Year], and every block anchors to the selected month.

Learn more in the Academy.